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Opportunities pipeline

Opportunities pipeline

Work the opportunities kanban — drag stages, filter for at-risk and renewals, and track what's pending review.

Reviewed OperatorVertiqa 1.54+

The opportunities page is the kanban for deals that have qualified past the lead stage. Each card is one opportunity; columns are the stages of your sales process.

What you can do here

  • Drag cards between stages to advance or roll back. Stage changes appear on the opportunity's activity timeline.
  • Filter the board by Owner and by Signal — where a signal flags deals that need attention: At Risk, Renewal Due, or Annual Review.
  • Switch to list view for bulk scanning, sorting, or export. List view adds quick filters at the top: All, At Risk, Renewals, Due Reviews, and Decision Pending.
  • Create an opportunity from the new-opportunity button.

What's on a card

  • Deal name and dollar value.
  • Linked account and primary contact.
  • Stage badge.

Tips

  • Use the At Risk signal (board) or quick filter (list) as your morning triage list rather than scanning every column.
  • Keep an eye on Renewal Due and Due Reviews so renewal-cycle deals and internal reviews don't slip — forecasting depends on them being current.